Onboarding & Account Setup

Getting started with ReturnGO is simple—this guide will walk you through the onboarding process, from installation to account setup, so you can start managing returns seamlessly.

Install ReturnGO

Before setting up your account, you’ll need to install ReturnGO on your eCommerce platform.

• Installing ReturnGO on Shopify
• Installing ReturnGO on Magento 2
• Installing ReturnGO on BigCommerce
• Installing ReturnGO on Salesforce Commerce Cloud
• Installing ReturnGO on WooCommerce
• Installing ReturnGO for Custom Platforms

Account Setup Checklist

Once you’ve installed ReturnGO and selected your subscription plan, you need to set up your account in order to be able to start processing returns with ReturnGO.

Here's a quick checklist of what you’ll need to configure before going live:

1. Set up return methods - define how customers can return items. 
2. Set up your return resolutions - outline what kinds of returns you offer.
3. Define your return policy - set your return policy eligibility and different scenarios.
4. Integrate your return portal into your store - add your return portal to your online store.

Need help? Schedule a one-on-one onboarding session with a support agent.

General Onboarding

When installing ReturnGO on Shopify, an onboarding wizard will take you step by step through setting up ReturnGO’s core return management system and configuring return types and methods.

To set up ReturnGO:

1. Install ReturnGO from the Shopify app store.
2. Click LET’s GET STARTED.
   
   
3. Select a plan from the available options. If you choose Return Guard, you’ll follow different steps explained in the Return Guard Onboarding section below. For all other plans, continue with this setup.
   
   
4. Choose the return types you support. A default policy rule will be created for each selected type. You can adjust settings and add more rules later.
5. After selecting the return types, click CONTINUE ONBOARDING to proceed.
   
   
6. Create your first return method. This will create your first default return method, which will use ReturnGO labels.
   
   

   To create your first default return method, you need to choose a return address. You can change or add more return addresses later in your settings. 

   When selecting a return address, you can choose either an existing Shopify online inventory location or set a custom address.

   

• Click CONTINUE ONBOARDING to save your settings and proceed to the next step.
  

7. Click FINISH & ACTIVATE PORTAL. This will activate your return portal.

8. Now that you’re almost finished with the onboarding flow, you still need to complete a few final steps to finish setting up and go live. Review the What’s Next screen for the remaining setup options, including:

• Adjust Your Policies & Settings: Set up the return options and policy rules you want to support.
• Test Your Return Portal: Preview the return portal to make sure the flow works correctly.
• Publish Your Return Portal: Add the portal link to your website so customers can easily access it.
  

9. Click GET STARTED NOW to finish the setup and go to your dashboard. You'll be automatically redirected to Shopify to accept the new plan, after which you can continue configuring your settings and go live.

Return Guard Onboarding

Return Guard is a return coverage model that enables customers to pay a small fee at checkout to get free returns later, ensuring a smooth post-purchase experience. It reduces return costs and promotes a more transparent return policy.

If you select the Return Guard plan on the plan selection screen, the onboarding process will proceed as follows:

1. Choose the return types you support. A default policy rule will be created for each selected type. You can adjust settings and add more rules later.
2. After selecting the return types, click CONTINUE ONBOARDING to proceed.
   
   
3. Create your first return method. This will create your first default return method, which will use ReturnGO labels.
   
   

   To create your first default return method, you need to choose a return address. You can change or add more return addresses later in your settings. 

   When selecting a return address, you can choose either an existing Shopify online inventory location or set a custom address.

   

• Click CONTINUE ONBOARDING to save your settings and proceed to the next step.
  

4. Click SET UP NOW to enable Return Guard. This will open a new tab where you can enable the ReturnGO app extension in Shopify. You can also enable this later if you prefer.

• Enable the ReturnGO app extension.
• Save the changes to confirm the setup.
• Go back to the ReturnGO dashboard to continue the onboarding process.
  

5. Choose where to show Return Guard on your online store so your customers will easily be able to add it to their order.

• Click SET UP NOW – This will open the Shopify Theme editor in a new tab.
• Position the Return Guard block – Add the Return Guard block to your product page or any other pages.

• Press the SAVE button to save the changes and add the Return Guard block to your store.
• Go back to the ReturnGO dashboard to continue onboarding.
  

6. Click FINISH & ACTIVATE PORTAL to activate your return portal. After completing the onboarding flow, Return Guard will not be actively offered on your store yet - you will need to enable it from the Return Guard settings page once you’re done configuring all your settings and adding your portal URL to your site.

7. Check the What's Next screen for additional setup options that help you finalize your ReturnGO setup by offering three key actions:

• Adjust Your Policies & Settings: Set up the return options and policy rules you want to support.
• Test Your Return Portal: Preview the return portal to make sure the flow works correctly.
• Publish Your Return Portal: Add the portal link to your website so customers can easily access it.
  

8. Click GET STARTED NOW to finish onboarding and go to your dashboard. You'll be automatically redirected to Shopify to accept the new plan, after which you can continue configuring your settings and go live.

9. After completing onboarding, you must enable Return Guard from the Return Guard settings page within 21 days. Otherwise, you’ll be blocked from the system except for the Return Guard settings and subscription plans pages. A reminder bar will stay at the top of your dashboard until it’s activated. Make sure to finish setting it up to avoid restrictions.

Launching Your ReturnGO Portal

After completing all the steps, you can finish up your account setup by launching your ReturnGO portal. 

To add your ReturnGO portal to your online store:

1. Copy the link to your return portal. 
2. Place your return portal link as a hyperlink in your store footer, return policy page, on your product pages, or anywhere on your eCommerce site.
   
3. You can also test your portal by clicking the PREVIEW MODE button.
   
   Once you’ve set up your account, you can start managing your returns.

Managing Your ReturnGO Subscription

You can manage your current subscription from the Subscriptions Plan page of your account. Here's how to manage your subscription:

• Manage your ReturnGO subscription plan - You can manage and adjust your subscription plan through the Subscriptions Plan page.
• ReturnGO billing and payment - View your billing history and track your usage.
• Enable add-ons - Add specific features to your plan as add-ons on the Account Settings page.

Troubleshooting

If you encounter any issues during onboarding or have trouble setting up your settings and policies, feel free to contact ReturnGO Support through chat or email. 

For more personalized help, you can book an onboarding call from the Home page in your ReturnGO dashboard and a ReturnGO expert will help you get set up.